NR Group Tax Services
“Everyone is so friendly I recommend you getting your taxes done here !”
Best Financial Advisors in Aurora, IL
15 firms listed · 5 in Aurora · 4 open weekends · 12 rated 4.5+
Data verified October 21, 2026
Doepel & Wikstrom Wealth Management of Raymond James
“The advisors are attentive to questions and concerns, ensuring a clear understanding of the strategies and potential outcomes.”
Cruz Investments & Wealth Management
“Rey and his team of professionals create an incredible experience of comfort & confidence in financial expertise and retirement planning.”
Mooney & Thomas
Rezny Wealth Management
D&D Financial Services
The 15 firms listed for Aurora, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Aurora, IL
Of the 15 firms we list here, 5 are in Aurora itself and 10 come from Naperville (6, 6 mi) and Warrenville (3, 7 mi). 14 of the firms on this page have a rating, from 4.0 to 5.0 across 307 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. 4 are open on Saturdays. The services the firms on this page list most often on their websites are investment management (3), retirement planning (3), financial planning (2) and tax planning (2). 3 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 43 years. 1 has Spanish-speaking staff. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Aurora take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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SAI Financial Services
“They don't pitch you on insurances you don't need that only line their pockets.”
F5 Financial
“Curt and the F5 team are very knowledgeable about business financials and business management, and their virtual CFO services have been crucial to helping me run my company.”
Streamline Financial Services
“We are so blessed to have Streamline watch over our investments and keep us up to date on where we stand in preparing for retirement.”
Susan S. Lewis
“We have been working with Sue and her team since 1989 and found them to be professional, courteous, and always willing to take the extra step to meet our needs.”
Millington Financial Advisors
“I have had the incredible benefit of their financial expertise.”
Hanson Financial Services
Radha Associates
“He is also able to address complex cases like filing for multiple states etc.”
Butler Accounting & Taxes
“I travel an hour and a half just to continue to work with Linda.”
Waterseed Wealth Management
“Thea is Very dilligent and communicates regularly with her clients”
Why these companies made our list
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